Ownership: WTMF


34.8154up0.2154 (0.6225%)

 as of 4:10:00pm ET 06/01/2023

Ownership Summary

More information
Institutional ETF/ETP Ownership 72.12%
Institutional Mutual Fund Ownership 1.33%
Mutual Fund Ownership 0.79%
Insider Ownership --
Other 25.76%

Total Outstanding Shares: 4,050,000

Institutional Ownership Details

Institutional ETF/ETP &
Mutual Fund Ownership:

Institutional Share Purchases 201.3K 550.2K
Institutional Shares Sold 427.0K 139.3K
Net Institutional Shares Purchased -225.7K 410.9K
Change in Ownership -7.05% +14.73%
Top 10 Institutional Holdings by Shares Held
Name Reporting Date Total Holdings Sorted in descending order. Position Value Outstanding
Shares Owned
Morgan Stanley 03/31/2023 1.3M $46.0M 32.75%
Jane Street Group, LLC 03/31/2023 191.2K $6.6M 4.72%
LPL Financial LLC 03/31/2023 163.4K $5.7M 4.03%
Cardinal Point Wealth Management Partners, LLC 03/31/2023 135.3K $4.7M 3.34%
O''dell Group, Llc 03/31/2023 135.1K $4.7M 3.34%
Efficient Advisors, LLC 03/31/2023 128.0K $4.4M 3.16%
Wells Fargo & Company 03/31/2023 107.6K $3.7M 2.66%
Betterment LLC 03/31/2023 98.9K $3.4M 2.44%
Cambria Investment Management, L.P. 03/31/2023 96.3K $3.3M 2.38%
Empirical Asset Management, LLC 03/31/2023 72.0K $2.5M 1.78%

Mutual Fund Ownership Details

Institutional Mutual Fund & Mutual Fund (No 13F Form) Ownership:2.12%

Mutual Fund Share Purchases 32.1K 2.8K
Mutual Fund Shares Sold 35.9K 1.9K
Net Mutual Fund Shares Purchased -3.7K 870.0
Change in Ownership -3.06% --
Top 10 Mutual Fund Holdings by Shares Held
Name Reporting Date Total Holdings Sorted in descending order. Position Value Outstanding
Shares Owned
1290 Fds-1290 Multi-Alternative Strategies Fd (i) 01/31/2023 53.9K $1.9M 1.33%
360 Funds-Stringer Growth Fd (i) 02/28/2023 32.1K $1.1M 0.79%
(i) Institutional Funds
Ownership data provided by Vickers Stock Research Corporation, a subsidiary of the Argus Research Group, Inc. All rights reserved.
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